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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,697 | $53,774+12.9% | $134,162-54.8% | $79,856-24.0% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 18.70% | 19.01%-0.3pp | 36.35%-17.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,983 | $2,420+64.6% | $3,500+13.8% | $3,741+6.5% |
| Admin fee / account holder | $1,284 | $3,985-67.8% | $6,685-80.8% | $5,306-75.8% |